• 10 Famous Americans
  • Benefits of Annual Gifting
  • Cash Flows
  • Cover Page
  • Estate Analysis Basics
  • Estate Analysis Worksheet
  • Estate Rate Adjustments
  • Estate Tax Chart
  • Federal Estate Tax Tables
  • Funding Alternatives
  • Funding Options
  • Impact of Estate Taxes
  • Introduction
  • Life Insurance Trust
  • Liquidation vs. Life Insurance
  • Profile
  • Projections
  • Summary
  • Uncle Sams Inheritance
  • Which Check ?
  • Sample Graphics

    To preview samples of the proposals produced by our software, expand a proposal category on the left side of the screen by clicking on the + (plus) sign next to it. This will expand the category to show the names of the available proposals of that type. Clicking on one of the names will display an image of that proposal.

    Once expanded, a proposal category can be collapsed by clicking on the - (minus) sign.

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    Full color, printed samples are available upon request. To request samples, contact us by phone at (800) 289-5774 and ask for sales. Or e-mail a request for information to

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